A wartime gas spike turns electrification into a hedge

Claim

The Iran war's gas-price spike pushed used electric vehicle sales up 12% year over year and 17% against the prior quarter, while Tesla Robotaxi expanded into Dallas and Houston.

Reported metric: +12% / +17%

Reporting date: 2026-04-20 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

• Welcome to April 20, 2026 (theinnermostloop.substack.com)